Stifel Financial’s iShares ESG MSCI USA Leaders ETF SUSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
8,197
+297
| +4% | +$32.2K | ﹤0.01% | 2408 |
|
|
2025
Q1 | $757K | Sell |
7,900
-16
| -0.2% | -$1.53K | ﹤0.01% | 2413 |
|
|
2024
Q4 | $816K | Sell |
7,916
-530
| -6% | -$54.6K | ﹤0.01% | 2380 |
|
|
2024
Q3 | $857K | Buy |
8,446
+4,458
| +112% | +$453K | ﹤0.01% | 2332 |
|
|
2024
Q2 | $389K | Sell |
3,988
-104
| -3% | -$10.1K | ﹤0.01% | 2784 |
|
|
2024
Q1 | $384K | Buy |
4,092
+4
| +0.1% | +$375 | ﹤0.01% | 2755 |
|
|
2023
Q4 | $345K | Sell |
4,088
-851
| -17% | -$71.8K | ﹤0.01% | 2766 |
|
|
2023
Q3 | $372K | Sell |
4,939
-12
| -0.2% | -$905 | ﹤0.01% | 2663 |
|
|
2023
Q2 | $383K | Buy |
4,951
+13
| +0.3% | +$1.01K | ﹤0.01% | 2685 |
|
|
2023
Q1 | $352K | Buy |
4,938
+7
| +0.1% | +$499 | ﹤0.01% | 2711 |
|
|
2022
Q4 | $327K | Sell |
4,931
-125
| -2% | -$8.29K | ﹤0.01% | 2699 |
|
|
2022
Q3 | $312K | Sell |
5,056
-17,291
| -77% | -$1.07M | ﹤0.01% | 2699 |
|
|
2022
Q2 | $1.48M | Buy |
22,347
+356
| +2% | +$23.6K | ﹤0.01% | 1706 |
|
|
2022
Q1 | $1.74M | Sell |
21,991
-2,448
| -10% | -$194K | ﹤0.01% | 1720 |
|
|
2021
Q4 | $2.06M | Buy |
24,439
+20,011
| +452% | +$1.69M | ﹤0.01% | 1593 |
|
|
2021
Q3 | $334K | Sell |
4,428
-368
| -8% | -$27.8K | ﹤0.01% | 2837 |
|
|
2021
Q2 | $360K | Buy |
4,796
+447
| +10% | +$33.6K | ﹤0.01% | 2777 |
|
|
2021
Q1 | $301K | Buy |
4,349
+151
| +4% | +$10.5K | ﹤0.01% | 2792 |
|
|
2020
Q4 | $273K | Buy |
+4,198
| New | +$273K | ﹤0.01% | 2651 |
|